13F HOLDINGS REPORT
Trivest Advisors Ltd
Quarter ended Q1 2025 · Filed May 8, 2025 · Accession 0000929638-25-001807
Total Value
$1.18B
Positions
21
Other Managers
0
Confidential Omitted
No
Holdings (21)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALIBABA GROUP HOLDING-SP ADR | BBAAY | 2,233,000 | $295.3M | 25.05% |
| 2 | PINDUODUO INC-ADR | PDD | 1,332,700 | $157.7M | 13.38% |
| 3 | TRIP.COM GROUP LTD-ADR | TRPCF | 1,640,000 | $104.3M | 8.84% |
| 4 | FUTU HOLDINGS LTD-ADR | FUTU | 963,863 | $98.7M | 8.37% |
| 5 | META PLATFORMS INC | META | 150,000 | $86.5M | 7.33% |
| 6 | SEA LTD-ADR | SE | 640,000 | $83.5M | 7.08% |
| 7 | MICRON TECHNOLOGY INC | MU | 921,300 | $80.1M | 6.79% |
| 8 | SPOTIFY TECHNOLOGY SA | SPOT | 128,000 | $70.4M | 5.97% |
| 9 | AMAZON.COM INC | AMZN | 352,000 | $67.0M | 5.68% |
| 10 | AMER SPORTS INC | AS | 2,110,945 | $56.4M | 4.79% |
| 11 | NVIDIA CORP | NVDA | 165,720 | $18.0M | 1.52% |
| 12 | REDDIT INC-CL A | RDDT | 132,000 | $13.8M | 1.17% |
| 13 | BLOOM ENERGY CORP- A | BE | 634,400 | $12.5M | 1.06% |
| 14 | KE HOLDINGS INC ADR | BEKE | 301,000 | $6.0M | 0.51% |
| 15 | ORACLE CORP | ORCL-PD | 40,000 | $5.6M | 0.47% |
| 16 | SALESFORCE.COM INC | CRM | 20,292 | $5.4M | 0.46% |
| 17 | IPATH SERIES B S&P 500 VIX HEDGEFUND | VXZ | 100,000 | $5.1M | 0.44% |
| 18 | SANDISK CORP | SNDK | 100,100 | $4.8M | 0.40% |
| 19 | KANZHUN LTD ADR | BZ | 204,000 | $3.9M | 0.33% |
| 20 | GE VERNOVA INC | GEV | 10,000 | $3.1M | 0.26% |
| 21 | SUMMIT THERAPEUTICS INC | SMMT | 47,000 | $906,630 | 0.08% |